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Minaa

Following0Followers (X)35.16KPosts100Likes6.4K
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Again, I didn't see any big lose on the earnings but people kinda panic sold. There is an issue with numbers tho which you can research about it. I checked the price action, did not ape but DCAd some and sold. but these are too risky moves and you need to check more details about earnings, not just numeral side. october was full of loses for me because I acted pretty greedy eventhough I knew I shouldnt take those final trades. Slowly recovering and learning at the same time. holding my $INTC long untill the call though. should I share some of my trades here?

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Anthropic just filed its S-1. and the numbers are interesting. > 2025 revenue: $4.6B > H1 2026: $16.3B > Run rate: $9B → $65B+ in 7 months Target valuation? around $2T. Could be the biggest IPO ever, bigger than SpaceX. $ANT on Nasdaq. Listing as early as Nov 19–20. Not all clean though. $80.7B loss through june and 20% of revenue from just 2 customers. next catalyst is probably the price range. and remember, SpaceX popped 20% on day one, then slipped back below its IPO valuation. the ai trade's biggest test is here. NFA.

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Things are kinda complicated on the US side but sell the news is one of the best plays in high momentum stocks -if you do it for the right asset- Missed the dip but bought it from daily open. Still holding. Maybe I can sell some before the earnings and some after but my expectation is simply beating expected amounts. Lets see how $META is doing today.

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Bruh @SpaceX $SPCX made extremely well with earnings. Gave around fast %4 news trade opportunity. My size was pretty small this time so couldnt make it but W is W lol https://t.co/9fKzFu311V

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Manipulation level on economy is top in this era I guess. News trading slowly becomes a gamble. Im not taking much risk at that times. Waiting for Oct 28 first and then nov 3. but i will be watching the market to take some actions for new sharp moves.

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This week was a disaster for stock market. Nobody knows the entire plan behind the scenes. We only have some "news" and the price in front of us. Im stil waiting for a small correction before the fall until the end of this month but after 3 November, things can be different (if trump doesnt bomb anywhere) for $BTC, im still bullish for macro side and also bullish for short term(until 84-85k max) because US has nothing to offer now, but only crypto -while the whole tech side bleeding- then a small crush to 76-78 range is possible for btc too. i think its extremely hard to trade in this market because its just full of manipulation. so be careful while trading.

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everyone’s selling ai but i dont think thats the final destination. meanwhile $TSM doing interesting moves though. > q3 sales nt $1.49T, above the top of its own guide > Gross margin about 68 percent > 2026 growth raised to 40% a real credit story in my eyes. picks-and-shovels with no debt problem are getting thrown out with the neocloud bathwater🙃

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If the macro economic side stays like this, I think its quite hard to continue this bull run. Fundamentally it will be hard. Long term can be better if USA wont collapse but I think this kind of debt is worth giving some attention lol. What are your opinions on it? Straight to 92k or go back to 70ks? Either way, there will be solid web3 projects out there. So just find some gems and stick to them. RWA is still my favorite one.

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I think now, there is more clear rules in crypto world -thanks to og scammers- and it affected also how they market their product. so, crypto go to market strategies is slowly becoming less about “how do we market this token?” and try to answer better questions: >where does the product naturally live? >who already has the users? >what makes distribution compound? stablecoins are probably the clearest example. the winners won’t just have better tech. they will have better rails and good execution is a must.